Roger Whitney CFP®, CIMA®, CPWA®, AIF®, RMA®
Senior Financial Advisor
CRACKING THE CODE TO CREATING A GREAT LIFE AFTER 50 IS HIS LIFE’S WORK. ROGER HAS OVER 25 YEARS EXPERIENCE WALKING LIFE WITH CLIENTS INTO AND THROUGH RETIREMENT.
Creator of the Agile Retirement Management™ Process
Creator of the Retirement Standard of Care
Author of Rock Retirement: A Simple Guide to Help You Take Back Control and Be More Optimistic About the Future, Morgan James, 2018
Instructor, Retirement and Employee Benefits Section of the Certified Financial Planner Certificate Program, University of Texas Arlington
Instructor, Maximizing Social Security for the Texas Society of CPAs
Host of the award-winning The Retirement Answer Man podcast
WHAT HE CARES ABOUT MOST
Making the most of the only life he has by taking intentional steps to make it so. Being a great husband, father, and mountain biker.
WHAT HE ENJOYS
Walking Sherlock (his Great Dane), cycling, geeky board games and creating The Retirement Answer Man podcast (such a geek).